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| Holistic Approach to Investments7.1.2011|
Wales Investments, Inc. seeks to build and preserve your wealth. We utilize a customized approach in analyzing & planning a client's investment, estate plan, cash flow, income taxes, and retirement.
| Customized retirement plan consulting to companies6.8.2011|
At Wales Investments we provide customized retirement plan consulting to companies who want to establish or improve a qualified retirement plan as a tool for realizing tax benefits, as well as attracting and retaining talented employees.